LFG Wealth Partners LLC Makes New $8.37 Million Investment in Apple Inc. $AAPL

Posted by Brian Himes on Jun 17th, 2026

LFG Wealth Partners LLC acquired a new position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 30,775 shares of the iPhone maker’s stock, valued at approximately $8,366,000. Apple comprises about 5.3% of LFG Wealth Partners LLC’s portfolio, making the stock its 4th biggest position.

Several other large investors also recently added to or reduced their stakes in the stock. Oarsman Capital Inc. increased its stake in Apple by 12.7% during the fourth quarter. Oarsman Capital Inc. now owns 49,984 shares of the iPhone maker’s stock worth $13,589,000 after acquiring an additional 5,644 shares during the last quarter. Okabena Investment Services Inc. increased its stake in Apple by 51.0% during the fourth quarter. Okabena Investment Services Inc. now owns 63,555 shares of the iPhone maker’s stock worth $17,278,000 after acquiring an additional 21,456 shares during the last quarter. OMERS ADMINISTRATION Corp increased its stake in Apple by 1.1% during the fourth quarter. OMERS ADMINISTRATION Corp now owns 2,327,741 shares of the iPhone maker’s stock worth $632,820,000 after acquiring an additional 24,772 shares during the last quarter. Sienna Gestion increased its stake in Apple by 24.1% during the fourth quarter. Sienna Gestion now owns 33,921 shares of the iPhone maker’s stock worth $9,217,000 after acquiring an additional 6,594 shares during the last quarter. Finally, Silvant Capital Management LLC increased its stake in Apple by 2.7% during the fourth quarter. Silvant Capital Management LLC now owns 875,781 shares of the iPhone maker’s stock worth $238,090,000 after acquiring an additional 23,089 shares during the last quarter. 67.73% of the stock is owned by institutional investors.

Apple Trading Up 1.0%

AAPL opened at $299.24 on Wednesday. The stock has a market cap of $4.40 trillion, a price-to-earnings ratio of 36.18, a P/E/G ratio of 2.58 and a beta of 1.09. The stock’s 50 day moving average price is $287.32 and its 200-day moving average price is $272.54. Apple Inc. has a one year low of $195.07 and a one year high of $317.40. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07.

Apple (NASDAQ:AAPL – Get Free Report) last released its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. The firm had revenue of $111.18 billion for the quarter, compared to analysts’ expectations of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The company’s quarterly revenue was up 16.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.65 earnings per share. On average, equities analysts forecast that Apple Inc. will post 8.75 EPS for the current year.

Apple Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were issued a $0.27 dividend. The ex-dividend date was Monday, May 11th. This is a positive change from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is presently 13.06%.

Wall Street Analyst Weigh In

AAPL has been the topic of several analyst reports. Wells Fargo & Company reissued an “overweight” rating and set a $310.00 price objective (up from $300.00) on shares of Apple in a research note on Friday, May 1st. Moffett Nathanson boosted their price objective on Apple from $241.00 to $270.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 25th. DA Davidson reissued a “neutral” rating and set a $270.00 price objective on shares of Apple in a research note on Friday, May 1st. TD Cowen upped their target price on Apple from $335.00 to $350.00 and gave the company a “buy” rating in a research note on Tuesday, June 9th. Finally, Barclays reaffirmed an “underweight” rating on shares of Apple in a research note on Tuesday, June 9th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $314.59.

Get Our Latest Stock Analysis on AAPL

Apple News Roundup

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple is reportedly preparing a major 2027 product push featuring camera-equipped AirPods, AI sunglasses, a foldable iPhone, and a 20th-anniversary iPhone, which could reignite hardware growth. Apple (AAPL) Plans Camera AirPods and a Foldable iPhone for 2027 in Major Product Push
Positive Sentiment: Wall Street remains upbeat after WWDC, with TD Cowen and Maxim reiterating bullish views and raising the price target, arguing Apple’s AI rollout is still in the early stages. Qualcomm Is Eyeing a Massive AI Pivot. Why Wall Street Is Still Cautious.
Positive Sentiment: Investors are also encouraged by commentary that AI could strengthen Apple’s long-term bull case, since the company controls the device, operating system, and ecosystem where AI features will be delivered. AI Strengthens Apple (AAPL) Stock’s Bull Case
Neutral Sentiment: Apple’s supplier Tata Electronics said India’s pollution board dropped scrutiny of its iPhone parts plant after contamination concerns were addressed, removing a near-term operational distraction. Tata says India pollution board drops scrutiny of Apple iPhone parts plant
Neutral Sentiment: Apple is also facing a new Italy antitrust probe over cloud interoperability under the Digital Markets Act, which adds regulatory noise but is not yet a quantified financial hit. Italy’s antitrust regulator probes Apple over cloud services under Digital Market rules
Negative Sentiment: Some reports say Apple was not fully able to meet investor expectations on AI at WWDC, and skepticism around near-term execution is weighing on sentiment. Here’s Why Apple Inc (AAPL) Is Falling Despite AI Advancements at WWDC 2026
Negative Sentiment: Apple is reportedly planning changes to its Hide My Email privacy feature, which could make anonymous sign-ups easier to block and may be viewed as a privacy tradeoff. Apple plans to change its Hide My Email privacy feature that could make it less effective

Insider Transactions at Apple

In related news, SVP Deirdre O’brien sold 30,002 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total value of $7,661,010.70. Following the completion of the sale, the senior vice president owned 136,810 shares in the company, valued at approximately $34,934,433.50. The trade was a 17.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the business’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total value of $421,850.00. Following the completion of the sale, the chief financial officer owned 13,366 shares of the company’s stock, valued at $3,675,650. The trade was a 10.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 97,759 shares of company stock worth $24,964,305 over the last three months. Company insiders own 0.06% of the company’s stock.

Apple Company Profile

(Free Report)

Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.